Retirement Wealth Solutions’s US Bancorp USB Stock Holding History

Retirement Wealth Solutions’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.9K	Buy	241 +22	+10%	+$1.37K	0.01%	223
2026 Q2	$13.2K	Buy	219 +3	+1%	+$168	0.01%	200
2026 Q1	$11.2K	Sell	216 -125	-37%	-$6.87K	0.01%	197
2025 Q4	$18.2K	Sell	341 -4	-1%	-$197	0.01%	167
2025 Q3	$16.7K	Sell	345 -90	-21%	-$4.26K	0.01%	175
2025 Q2	$19.7K	Buy	435 +1	+0.2%	+$42	0.01%	149
2025 Q1	$18.3K	Hold	434	–	–	0.01%	146
2024 Q4	$20.6K	Buy	+434	New	+$21.4K	0.02%	137

Other funds holding USB

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Retirement Wealth Solutions's USB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its US Bancorp (USB) stake by 10% in Q3 2026, buying an estimated $1.37K and bringing the position to 241 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #223.

Retirement Wealth Solutions first reported a position in USB in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.6K in Q4 2024. 579 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Retirement Wealth Solutions held 241 shares of US Bancorp worth $13.9K as of Q3 2026.
Retirement Wealth Solutions bought 22 US Bancorp shares in Q3 2026, an estimated $1.37K.
US Bancorp made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #223 holding.
Retirement Wealth Solutions first reported a position in US Bancorp in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's US Bancorp position peaked at $20.6K in Q4 2024.
579 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.